The Motley Fool

JUNE 28, 2024

The company took on some costs for property management fees it had to pay for properties it took back possession of, as well as costs associated with reclassifying leases on two properties. Those figures were down slightly from one year ago, but investors shouldn't worry.

Legal 244

Legal Financial Institutions Investment Horizon Management Fees 244

The Motley Fool

JANUARY 29, 2024

Horton (NYSE: DHI) , and the brand-new Bitcoin (CRYPTO: BTC) exchange-traded funds (ETFs) stand out as excellent investments right now. An easy on-ramp to the crypto superhighway Anders Bylund (Bitcoin ETFs): At long last, investors finally have access to exchange-traded funds (ETFs) tracking the live market price of Bitcoin.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

The Motley Fool

DECEMBER 31, 2023

Meanwhile, it's using its financial strength to make acquisitions to bolster its growth prospects. It currently sees a trio of organic drivers (inflation-linked rate increases, margin expansion, and development projects) fueling 7% to 12% annual growth in its funds from operations ( FFO ) per share through 2028. yielding dividend.

Mutual Funds 188

Mutual Funds Management Fees Asset Management Prospects 188

The Motley Fool

MARCH 10, 2024

Aldag stated that Prospect is current on all rent and interest due through January 2024. Because of the uncertainty related to Steward as well as the timing of future deals to increase liquidity, Medical Properties Trust isn't providing any estimates of full-year 2024 earnings or normalized funds from operations (FFO).

Amortization 189

Amortization Depreciation Earnings Before Interest Management Fees 189

The Motley Fool

JUNE 8, 2024

Exchange-traded funds ( ETFs ) give investors an easy and low-cost way to spread their bets among hundreds and even thousands of companies, eliminating the need to try to find individual winning stocks. It's chock-full of tech titans, including the popular " Magnificent Seven " stocks, which are all among the fund's top holdings.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Stakes Prospects 130

The Motley Fool

FEBRUARY 28, 2025

for the full year, strong levels of NII per share and DNII per share to fund our record level of annual shareholder dividends, and a new record for NAV per share for the 10th consecutive quarter. We've also continued to produce favorable results in our asset management business. for the quarter.

Capital 130

Capital Asset Management Debt Leveraging 130

The Motley Fool

MARCH 18, 2024

Image source: Getty Images Having children is hardly an inexpensive prospect. No matter what type of IRA or 401(k) you fund, you get tax benefits. Keep funding your account, and you may find that you're able to retire early with a large pile of money. Like with traditional IRAs and 401(k) plans, HSA contributions go in tax-free.

Taxes 130

Taxes Investing Management Fees Prospects 130

The Motley Fool

JUNE 26, 2023

But are AI exchange-traded funds (ETFs) really a good idea? That's where exchange-traded funds come into play. The two Global X ETFs have management fees just a touch under 0.7%. Compared to actively managed funds, those fees are modest. The chart above looks like early evidence of that.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Prospects Assets 130

The Motley Fool

NOVEMBER 30, 2023

For example, Steward reported facility-level earnings before interest, taxes, depreciation, amortization, rent, and management fees (EBITDARM) coverage of 2.7x Prospect resumed rent payments on its California properties. A healthy dose of skepticism about the REIT's prospects over the near term could be warranted.

Prospects 100

Prospects Amortization Depreciation Earnings Before Interest 100

The Motley Fool

JANUARY 11, 2024

Since the Winkelvoss twins first proposed a spot Bitcoin exchange-traded fund (ETF) in 2013, investors have effectively been waiting for more than a decade for this product to be launched. These funds are now trading, and are seeing mixed performance.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Exchange-Traded Funds Management Fees Assets 100

The Motley Fool

APRIL 28, 2024

That's through exchange-traded funds, by the way. While most ETFs are a predictable basket of familiar stocks, a handful of exchange-traded funds generate the kind of income you need, and do so in a way you like. That's not something most investors consider when buying a fund or ETF. The answer is out there. Never heard of it?

Exchange-Traded Funds 100

Exchange-Traded Funds Taxes Business Development Companies Stakes 100

Private Equity Wire

FEBRUARY 29, 2024

Ahead of the Private Equity Wire US Emerging Managers Summit , Joe Briggs, Founder & Managing Partner at Briggs Capital Formation, provides insight for new and emerging managers on the topic of deal-by-deal structures and what to look out for ahead of raising a fund.

Due Diligence 97

Due Diligence Prospects Capital Funds 97

The Motley Fool

OCTOBER 17, 2024

Also, please note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund. In terms of future harvesting, the third quarter marked the highest amount of overall fund depreciation in three years. Our $30 billion global flagship fund is now nearly 40% committed.

Debt 130

Debt Management Fees Assets Financing 130

The Motley Fool

APRIL 29, 2024

Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. Before we proceed, I will read the safe harbor statement.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

OCTOBER 31, 2024

trillion of assets under management supporting defined benefit and defined contribution plans, PGIM serves more than half of the world's 300 largest pension funds. US funded pension risk transfer transactions of $6.3 As a market leader with nearly $0.5 This was partially offset by higher expenses to support business growth.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

AUGUST 8, 2024

Ricky Mulvey: You too can invest in a hedge fund. Jason, seems like maybe we got a little sandbagging, or should I be less cynical and just accept that maybe the prospects have changed for this business? He called PayPal, "A great company with great prospects", trying to sell it as a growth story. We'll see if it's a good idea.

Hedge Funds 130

Hedge Funds Leveraging Prospects Debt 130

The Motley Fool

DECEMBER 19, 2024

Today's conference call may include forward-looking statements, including statements regarding Lennar's business, financial condition, results of operations, cash flows, strategies and prospects. All of Millrose's operating costs will be paid by Kennedy Lewis through its management fee and Millrose will have no employees of its own.

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

JULY 20, 2023

See the 10 stocks *Stock Advisor returns as of July 17, 2023 Also note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund. In fact, virtually all of our drawdown funds we've launched in our history, have been profitable for our investors.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

FEBRUARY 23, 2024

We appreciate the hard work and efforts of the management teams and employees at our portfolio companies and continue to be encouraged by the favorable performance of the companies in our diversified lower middle market and private loan investment strategies. We've also continued to produce attractive results in our asset management business.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

APRIL 18, 2024

See the 10 stocks *Stock Advisor returns as of April 15, 2024 Also, note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund. And there is an additional $50 billion in prospective future development pipeline. billion, distributable earnings were $1.3

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

APRIL 30, 2024

The multi-strat fund continues to generate strong returns while maintaining conservative risk posturing. As you think about all these comments, we're super excited where we are with the business and the prospects for the future. This was anchored by a commitment from Rithm. The name of the game there is scale.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

MAY 10, 2024

During the quarter, we supported three lower middle market portfolio companies in completing strategic acquisitions, each of which were funded by follow-on debt investments by Main Street for a total of $52 million of incremental debt investments in these portfolio companies.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

JANUARY 12, 2024

Growing public deficits, a modernizing digital world, advancing energy independence, and the energy transition are driving the mobilization of private capital to fund critical infrastructure. Total expense increased 1% in 2023, reflecting higher compensation, G&A, and direct fund expense. Our fourth quarter operating margin of 41.6%

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

AUGUST 3, 2023

And our only contemplated use of the revolver at this time is to fund the Jackson build development buildings. As noted in the release, we have funded 87% of the $23.9 That -- we do have several prospects that they're looking for to suit. The revolver is our only debt that is not hedged or fixed.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Asset Management Capital 130

The Motley Fool

OCTOBER 31, 2024

The sum of these positive flows combined give us the fuel to keep investing in publicly traded securities, fund acquisitions, fund growth opportunities and repurchase stock, and we keep seeming to have more money in the kitty. We feel good about our longer-term prospects here. Andrew Andersen -- Jefferies -- Analyst Thanks.

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

The Motley Fool

JULY 14, 2023

At the end of the quarter, we had over $20 billion in total reserves, with a reserves-to-funded-loans ratio of approximately 2.7%. Our reserves-to-funded-loans ratio is approximately 2.7%. trillion balance sheet, which is funded, in part, by a well-diversified $1.3 And our net interest margin increased 7 basis points.

Banks 130

Banks Capital Investment Banking Investment Banks 130

The Motley Fool

MAY 14, 2024

For wealth management, revenue grew robustly year on year with rapid increases in the number of users and average fund investments per user, primarily invested in low-risk money market funds. In terms of wealth management services, I think it will continue to grow for the reasons that I talked about earlier.

Accounting 130

Accounting Business Services Shareholders Portfolios 130

ClearMoney

DECEMBER 5, 2021

The following is provided by Dimensional Fund Advisors. But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns.

Debt 52

Debt Returns Mutual Funds Capital 52

ClearMoney

JANUARY 4, 2022

The following is provided by Dimensional Fund Advisors. New challenges will await, but rather than guessing at what will happen, investors can choose to trust markets and their long-term prospects. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Japan Ltd.,

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

ClearMoney

DECEMBER 5, 2021

The following is provided by Dimensional Fund Advisors. But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns.

Debt 52

Debt Mutual Funds Capital Assets 52

Pension Pulse

JUNE 15, 2023

In its latest valuation report, the Plan reaffirmed a strong funded position of 124% as of January 1, 2023, on a going-concern basis. CAAT’s team of pension experts remains focused on maintaining long-term benefit security and upholding CAAT’s status as one of Canada’s most sustainable and well-funded pension plans. billion, with $4.7

Hedge Funds 52

Hedge Funds Assets Funds Consultants 52

The Motley Fool

JANUARY 15, 2025

Our disciplined approach to managing expense levels has been consistent and an important part of our success. We increased investments in areas that are important for our future and generated efficiencies to help fund those opportunities. Moving to Slide 5. Average loans were down from both the third quarter and a year ago.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

OCTOBER 30, 2024

Some of the information we provide during today's call regarding our future expectations, plans and prospects may constitute forward-looking statements. Management uses BTC to evaluate capital allocation decisions and to measure the achievement of our strategy. It prospects and drills. So we're always doing that.

Leveraging 130

Leveraging Shareholders Debt Capital 130

The Motley Fool

FEBRUARY 21, 2024

As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130

Assets Banks Shareholders Portfolios 130

The Motley Fool

FEBRUARY 15, 2024

Our servicing activities, including recurring servicing fees and related placement fees, generated Q4 revenues of $121 million, up 18% year over year, offsetting the majority of the decline from investment management fees. We get a fed funds rate cut, the fed funds rate comes down. I said great.

Debt 100

Debt Financing Finance Banks 100

The Motley Fool

JANUARY 16, 2025

On the funding side, total deposits grew $35 billion on an ending basis as both interest-bearing and noninterest-bearing grew. Long-term debt fell $14 billion, driven by net redemptions and valuations, and global markets funding declined in line with assets. You've talked about the ability to kind of self-fund balance sheet growth.

Banks 130

Banks Leveraging Capital Accounting 130

Pension Pulse

MAY 24, 2023

per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier. The CPP fund has a 10-year net return of 10 per cent. Since its inception in 1999, CPPIB has contributed $386 billion in cumulative net income to the fund. per cent return; it earned 6.8

Investing 52

Investing Stakes Pension Funds Assets 52